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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $61,880 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 99 · EIN 22-2000222 | Other Fees | $32,678 |
GOLDLEAF PARTNERS1 year Service code 99 · EIN 11-1000111 | Other Fees | $5,629 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,983 | $81,719-46.2% | $101,271-56.6% | $90,274-51.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 75.8%+7.5pp | 73.4%+10.0pp |
| Annual return | 100.10% | 337.64%-237.5pp | 46.48%+53.6pp | 53.97%+46.1pp |
| Employer contribution / active EE | $381 | $3,622-89.5% | $3,660-89.6% | $2,523-84.9% |
| Participant deferral / active EE | $3,040 | $3,310-8.2% | $4,371-30.5% | $4,231-28.1% |
| Admin fee / account holder | $40 | $162-75.4% | $5,948-99.3% | $114-65.0% |